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Disclosery

Valued Retirements, Inc.: VLUE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Retirements, Inc. on VLUE, newest first. How the timeline and the estimate are built.

Valued Retirements, Inc. held 24,858 VLUE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,858 shares
    Change vs previous 13F +2,032 shares

    4.46% of the 13F portfolio, value $4,966,944.

    13F-HR 0002044874-26-000006 filed by Valued Retirements, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,826 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $3,245,683.

    13F-HR 0002044874-26-000004 filed by Valued Retirements, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).